Foundations Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,639 shares of DON stock, worth $286,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,639
Previous 5,472 3.05%
Holding current value
$286,743
Previous $274,000 7.3%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$50.02 - $53.28 $8,353 - $8,897
167 Added 3.05%
5,639 $294,000
Q2 2025

Aug 08, 2025
SELL
$43.28 - $50.37 $7,227 - $8,411
-167 Reduced 2.96%
5,472 $274,000
Q1 2025

May 07, 2025
BUY
$48.02 - $53.02 $14,838 - $16,383
309 Added 5.8%
5,639 $279,000
Q4 2024

Jan 22, 2025
SELL
$50.53 - $55.55 $37,948 - $41,718
-751 Reduced 12.35%
5,330 $271,000
Q3 2024

Oct 21, 2024
BUY
$46.17 - $51.13 $33,057 - $36,609
716 Added 13.35%
6,081 $310,000
Q2 2024

Aug 02, 2024
SELL
$45.6 - $48.78 $1,915 - $2,048
-42 Reduced 0.78%
5,365 $250,000
Q1 2024

May 13, 2024
BUY
$44.21 - $48.77 $2,431 - $2,682
55 Added 1.03%
5,407 $263,000
Q4 2023

Feb 08, 2024
SELL
$38.7 - $46.0 $132,547 - $157,550
-3,425 Reduced 39.02%
5,352 $244,000
Q3 2023

Oct 05, 2023
SELL
$40.51 - $44.22 $11,302 - $12,337
-279 Reduced 3.08%
8,777 $359,000
Q2 2023

Jul 19, 2023
BUY
$38.91 - $42.05 $352,368 - $380,804
9,056 New
9,056 $380,000

Others Institutions Holding DON

# of Institutions
498
Shares Held
44.5M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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